Confiance

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

600 Superior Ave E Ste 1300, Cleveland, ...

Phone Number

(866) 987-8781

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Confiance

CONFIANCE, LLC is a financial and investment advisory firm that emphasizes a personalized approach to financial planning, focusing on the unique life goals of each client. Their Seven-Step Financial Planning Process is designed to adapt to the changing realities of life, ensuring that financial advice is accessible to everyone. The company prioritizes building trust-based relationships over asset minimums, adhering to fiduciary standards to put clients' interests first. CONFIANCE aims to redefine wealth management as a holistic life management service that reflects individual aspirations and lifestyles.Explore more
Confiance's Social MediaPopular SearchesConfiance LLCConfianceConfiance, Financial & Investment...httpsPamela Sandy, CFP®Sandy PamelaSIC Code 62,628NAICS Code 52,523Show more

Confiance Org Chart

PS
United States flag for contact location.

Chief Executive Officer & Founder

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Confiance

<$5M
1-10
Private
-
2008
PS
Pamela SandyCEO & Founder
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
1998
MM
Mark MicleanVice President
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2014
KR
Kristin RasmussenRegistered Investment Advisor
<$5M
1-10
Private
-
1993
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Confiance is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Confiance is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Confiance.

Confiance Tech Stack

A closer look at the technologies used by Confiance

Top Finance Companies

Frequently Asked Questions Regarding Confiance

What is Confiance's official website?
Confiance's official website is www.confiance-llc.com
What is Confiance's Revenue?
Confiance's revenue is <$5 Million
What is Confiance's SIC code?
Confiance's SIC: 62,628
What is Confiance's NAICS code?
Confiance's NAICS: 52,523
How many employees does Confiance have?
Confiance has 1-10 employees
What industry does Confiance belong to?
Confiance is in the industry of: Finance, Securities Trading
What is Confiance competition?
Confiance top competitors include: Bernicke Wealth Management, Investment Advisory Professionals, KMR Wealth Advisory, Stonegate Wealth Management
What technology does Confiance use?
Some of the popular technologies that Confiance uses are: Microsoft IIS, F5 Silverline DDoS Protection, Google Font API, Microsoft 365
How do I contact Confiance?
Confiance contact info: Phone number: (866) 987-8781 Website: www.confiance-llc.com
What does Confiance do?

CONFIANCE, LLC is a financial and investment advisory firm that emphasizes a personalized approach to financial planning, focusing on the unique life goals of each client. Their Seven-Step Financial Planning Process is designed to adapt to the changing realities of life, ensuring that financial advice is accessible to everyone. The company prioriti... zes building trust-based relationships over asset minimums, adhering to fiduciary standards to put clients' interests first. CONFIANCE aims to redefine wealth management as a holistic life management service that reflects individual aspirations and lifestyles.Read More

What are Confiance social media links?
Confiance Linkedin page Confiance Twitter page Confiance Facebook page
Is Confiance a public company?
Confiance is private company therefore does not currently have an official ticker symbol
See more information about Confiance

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